Learn how to install and set up Entity Bank Details to start securely storing vendor and employee bank information.

Entity Bank Details Installation & Setup (NetSuite)

Navigate NetSuite's Entity Bank Details (EBD) bundle to add vendor bank account information and manage history logs.

Viewing Entity Bank Details (NetSuite)

Stay up to date with the latest improvements by regularly updating your Entity Bank Details bundle for NetSuite.

Updating the Entity Bank Details SuiteApp (NetSuite)

Learn how to import, export, and update EBD for both vendors and employees in this guide.

Entity Bank Details SuiteApp Import/Export (NetSuite)

Learn how to enable, use, approve, and manage the history of the Entity Bank Details Approvals functionality.

Entity Bank Details Approvals

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Setting Default Payment Information (NetSuite)

Entity Bank Details

ExpenseReportsRails

pluginBankName

netsuiteScriptId

ProductAssistant

bankRepresentative

AccountsReceivables

companionapp

FISPANsync

bank representative or with a member of our onboarding or support team

preonboarding

noreply

FISPANsproduct

fispanportal

FISPAN

product-feedback@fispan.com or on the FISPAN Feature Request Portal 

productfeedback

checkdeliverycode

Supportname

supportemail

bankadministrator

entitiyaddress

Historicalbankdata

SuiteAppName

SuppportRepresentative

ShortName

ProductName

Test

BusinessDays

YourBank

MyBank

Customers Bank

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation

Sandbox Checklist (NetSuite)

User Management via the Portal

Plugin Setup

Plugin Management

User Management

Vendor Management

Configuration

Bank Feeds

Cash Management

Accounts Payable

Positive Pay (NetSuite)

Product Features

FAQs (NetSuite)

Troubleshooting

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

NetSuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Sandbox Checklist (Intacct)

Plugin Setup 

Accounts Payable 

Positive Pay (Intacct)

FAQs (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (Business Central)

Post-Onboarding Checklist (Business Central)

Sandbox Checklist (Business Central)

Positive Pay (Business Central)

Release Notes (Business Central)

Business Central

Pre-Onboarding Checklist (Workday on Sync)

Release Notes (Workday)

Workday

Pre-Onboarding Checklist (QBO)

Installation Steps

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication (QBO)

Re-Authentication (QBO)

FAQs (QBO)

Release Notes (QBO)

QuickBooks Online

Product Assistant

Failed Payment Notifications

ACH Requirements

FedWire Requirements

Payment Rail Requirements

Contact Us

Feature Requests

Support

workday

bc365

intacct

netsuite